1. Record and track all the stages in your sales process.
2. Record and track leads from your Principals.
3. Record and track new business opportunities.
4. Record and track bids.
5. Record and track sales and/or marketing promotions (yours or your Principals).
6. Record and track expenses (related to promotions, related to conferences, tradeshows, daily).
7. Analyze the results of all of the above.
Once you start using a SFA system to record and track the above, you will find:
1. everyone is better organized.
2. nothing slips through the cracks.
2. it's easier to measure activities.
3. it's easier to measure results.
4. it's easier to change sales strategies.
5. it's easier to see where your employees need coaching.
6. response time to your customers and Principals is faster.
7. you're not blindsided by issues with customers or Principals.
As a manager you will be:
1. more efficient - you're not wasting time duplicating efforts, waiting for information from sales people so you can consolidate several reports into one to send to your Principals.
2. more effective - you're better able to prioritize your time and see what and where to focus.
3. more productive - you're better able to see the big picture. You have more information at your fingertips so you don't have to micromanage your sales team.
With all the leads, new business opportunites, bids and notes in the system, the agency retains the gathered intelligence and industry knowledge of the sales team even if one of your people leaves.
When you replace that person, your new sales hire will ramp up faster, saving time and money for your agency.
Let us know how you use Sales Force Automation to help your company gain a competitive edge and increase sales and commissions.